1Y
-0.21%
3Y
+19.24%
5Y
+16.36%
Since Inception
+19.86%
Sharpe
0.75
Sortino
1.22
Max Drawdown
-24.33%
Volatility
15.83%
Alpha
+10.42%
Beta
1.05
Info Ratio
1.52
Up / Down Capture
130 / 81
NAV (last ~1 year)
Fund details
AMCFranklin Templeton
Fund manager-
Data from2021-04-13
AUM₹8.2K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#183 of 242
Top 76%
3Y CAGR
#34 of 145
Top 23%
5Y CAGR
#25 of 104
Top 24%
Sharpe
#25 of 242
Top 10%